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The S&P 500 gained 9.6% in the first half of 2026 and nearly 15% in the second quarter alone, its strongest quarterly rally since 2020. Yet beneath the headline gains, Wall Street is increasingly looking beyond the AI winners that powered much of the market's advance.
Lockheed Martin TodayLMTLockheed Martin$519.58 -8.39 (-1.59%) As of 11:00 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$410.11▼$692.00Dividend Yield2.66%P/E Ratio25.16Price Target$609.68Add to WatchlistGlobal rearmament cycles are actively reshaping the physical economy.
Goldman Sachs won deals with Verizon Communications and Lockheed Martin to manage a combined $70 billion in retirement assets. Some of America's largest employers are increasingly handing responsibility for managing retirement assets to outside firms like Goldman as portfolios become more complex.
Lockheed Martin (LMT) is trading 24% below its 52-week high despite robust demand signals and $186.4 billion in backlog. The proposed $1.5 trillion 2027 U.S. defense budget, with a 28% base increase, strongly favors LMT's core programs and munitions ramp. LMT's 7-year, inflation-indexed munitions contracts de-risk growth, while the company advances toward Dividend Aristocrat status with a 2.57% yield and 23 years of increases.
Lockheed Martin (LMT) closed the most recent trading day at $527.96, moving 1.39% from the previous trading session.
Lockheed Martin lands billions in new defense contracts across missiles, space and naval systems as expanding backlog meets ongoing program execution challenges.
US presidents have boarded the Marine One helicopter from the White House South Lawn for decades. President Donald Trump said the White House is getting a granite helipad funded by Lockheed Martin.
Lockheed Martin Corp (NYSE:LMT) said on Monday it has signed a definitive agreement to acquire Ultra Maritime for $3.45 billion, in a move aimed at expanding its undersea warfare and anti-submarine warfare capabilities for allied naval forces. Ultra Maritime is a global defense company specializing in advanced undersea systems, including sonar technologies, sonobuoys, torpedo defense systems, radar solutions and autonomous maritime sensing platforms.
Lockheed said Ultra Maritime's portfolio of anti-submarine warfare will complement and expand its ability to offer sonar solutions for maritime platforms.
Recently, Zacks.com users have been paying close attention to Lockheed (LMT). This makes it worthwhile to examine what the stock has in store.
Defense stocks are the rare corner of the market where geopolitical anxiety, fiscal generosity and multi-year revenue visibility all converge at once.